The only guide you'll ever need for the right financial plan : managing your wealth, risk, and investments

The only guide you'll ever need for the right financial plan managing your wealth, risk, and investments

An accessible guide that outlines the key elements of an effective financial plan From Larry Swedroe, the author of the bestselling series of ""The Only Guide"" investment books, with Kevin Grogan and Tiya Lim comes a step-by-step handbook that shows you how to develop a winning...

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Bibliographic Details
Main Author: Swedroe, Larry E. (-)
Other Authors: Grogan, Kevin, Lim, Tiya
Format: eBook
Language:Inglés
Published: Hoboken, N.J. : Bloomberg Press, an imprint of Wiley c2010.
Edition:1st edition
Subjects:
Portfolio management.
Investment analysis.
Risk management.
Investments.
Finance, Personal.
See on Biblioteca Universitat Ramon Llull:https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009628401806719
Table of Contents:
  • The Only Guide You'll Ever Need for the Right Financial Plan: Managing Your Wealth, Risk, and Investments; Contents; Preface; Acknowledgments; Part I: INVESTMENT STRATEGY IN AN UNCERTAIN WORLD; Part II: ASSET ALLOCATION; Part III: IMPLEMENTING THE PLAN; Part IV: THE INVESTMENT PLAN AND FINANCIAL SECURITY; Appendix A: Effective Diversification in a Three-Factor World; Appendix B: Dollar Cost Averaging; Appendix C: Reverse Mortgages; Appendix D: How to Choose an Adviser You Can Trust; Notes; Glossary; Index

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